The Staff

Steven M. Rogé, CMFC® - Portfolio Manager

Mr. Steven M. Rogé serves as Portfolio Manager at R. W. Rogé & Company, Inc. and co-Portfolio Manager for the Rogé Partners Fund. As Portfolio Manager, his responsibilities include the research and analysis of mutual funds, limited partnerships, and individual companies.

Mr. Rogé joined R.W. Rogé & Company, Inc. in June of 1997 as an intern. After graduating from Bryant University with a Bachelor of Science Degree in Finance and Economics, Mr. Rogé assumed the full-time position of Portfolio Manager at the firm. Mr. Rogé served on the Executive Board of the Finance Association at Bryant University and was inducted into Omicron Delta Epsilon, the International Economics Honor Society. He holds the NASD Series 7 and 63 Securities License. Mr. Rogé currently serves on Bryant University's Student Managed Fund Investment Advisory Board, mentoring Bryant University students in the area of portfolio management and securities analysis.

Mr. Rogé is a member of the New York Society of Security Analysts (NYSSA) and is the Vice-Chairman of the NYSSA’s Value Investing Committee. In addition, he has completed the Chartered Mutual Fund CounselorSM certification program and is a member of the Financial Planning Association (FPA). Mr. Rogé serves on R. W. Rogé & Company Inc.’s Research Team and Investment Management Committee and conducts extensive, hands-on research, while continuously refining R. W. Rogé & Company Inc.’s proprietary research methodology –The ResearchEdge®.

Mr. Rogé is frequently quoted in the national and local press, with articles appearing in BusinessWeek, Dow Jones Newswires, Newsday, TheSteet.com, Wall Street Journal, Barron’s, Investment News, Financial Advisor, The Wall Street Journal Transcript, and CNBC’s “MSN Money.”